Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSHIELD PARTNERS LLC | 04-29-2024 | 03-31-2024 | 475 | 618,204,470 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 901 | $31,009 | 1,151 | 0.00 | 0.00 | -383 | -24.97 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 902 | $29,699 | 441 | 0.00 | 0.00 | -272 | -38.15 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | 903 | $29,176 | 717 | 0.00 | 0.00 | -90 | -11.15 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | 904 | $28,943 | 750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
